Initial Setup of Your Onport Account

Kelly
Kelly
  • Updated

Have you just opened your first Onport account and are itching to start setting up your account? If yes - you are reading the right article! This article will detail the first steps to get your initial setup started.

 

STEP 1

SET UP YOUR COMPANY INFORMATION

Your first step will be to fill in your company information, such as your company’s name, number, email, and logo.

How to do this:

  1. Navigate to “Setup” on the left sidebar
  2. Click “Quick setup”
  3. Fill in your company details and hit “save”

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STEP 2

SET UP YOUR BILLING INFORMATION

Next, you can set up your billing information, which will be used in the case that you decide to move with a paid plan.

How to do this:

  1. Navigate to “Setup” on the left sidebar
  2. Click “Billing”
  3. You will be presented with the different Onport plans. Choose the one that you want to move forward with, and hit “Select plan”
  4. If you are on Shopify, there will be a dropdown to select the Shopify account to charge. Hit “save”
  5. If you are not on Shopify, there will be a payment form to complete. Hit “save”

STEP 3

SET UP YOUR TEAM IN ONPORT

Your last step is to add your team as users of your Onport account. Choose what users have access to the Onport dashboard, what type of users they are (admin, accounting, API, manager, partner, shipping, vendor), and what notifications you want enabled to them (shipping/invoicing).

How to do this:

  1. Navigate to “Setup” on the left sidebar
  2. Click "Users"
  3. Choose your preferred settings. Hit "save"

Note: If you are looking to add your dropship providers, this can be done under the dropship providers section. Check out more information on how to onboard your vendors.

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